Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,335 | $72,404-29.1% | $110,243-53.4% | $64,173-20.0% |
| Participation rate | 97.9% | 73.3%+24.5pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | -3.51% | -6.29%+2.8pp | 314.76%-318.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $4,964 | $2,282+117.6% | $3,827+29.7% | $2,381+108.5% |
| Participant deferral / active EE | $2,930 | $3,469-15.5% | $4,672-37.3% | $3,470-15.5% |
| Admin fee / account holder | $18,334 | $5,664+223.7% | $8,548+114.5% | $4,887+275.1% |